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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
PE
5026
Point72 Europe
London,
United Kingdom
| $87.1M | +$29.5M | +51% | 22.6% | 95.4% | 25 | 64% | 0.1 |
|
| 5027 |
SCM
5027
Stormborn Capital Management
Greenwich,
Connecticut
| $86.9M | +$81M | +1,390% | 56.9% | 256% | 25 | 96% | 0 |
|
| 5028 |
CRIG
5028
Charter Research & Investment Group
Southport,
Connecticut
| $86.7M | +$10.8M | +14% | 18.1% | 82.3% | 76 | 6.58% | 4.2 |
|
| 5029 |
LF
5029
LifeSteps Financial
Claremont,
California
| $86.6M | -$258K | -0.3% | 19.4% | 98.4% | 86 | 27.91% | 0.4 |
|
| 5030 |
NCM
5030
NovaQuest Capital Management
Raleigh,
North Carolina
| $86.3M | +$51.2M | +146% | 155% | 45.1% | 2 | 0% | 2.5 |
|
| 5031 |
EPWM
5031
Essex Private Wealth Management
Topsfield,
Massachusetts
| $86.2M | +$9.57M | +12% | 16.6% | 29.3% | 60 | 15% | 0.4 |
|
| 5032 |
PIC
5032
Portland Investment Counsel
Burlington,
Ontario, Canada
| $86.2M | +$6.6M | +8% | 20.5% | 108% | 35 | 34.29% | 3.2 |
|
| 5033 |
RRWA
5033
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $86.1M | +$22.2M | +35% | 14.9% | 47.8% | 22 | 31.82% | 1.8 |
|
| 5034 |
NVPX
5034
Norwest Venture Partners XII
Palo Alto,
California
| $86M | +$16.2M | +23% | 31.3% | – | 2 | 0% | 0.4 |
|
| 5035 |
ICM
5035
Islay Capital Management
Lubbock,
Texas
| $86M | +$9.59M | +13% | 17.6% | 66.3% | 325 | 42.77% | 0.4 |
|
| 5036 |
WB
5036
West Bancorporation
West Des Moines,
Iowa
| $86M | +$14M | +19% | 20.3% | 64.4% | 313 | 16.61% | 0.4 |
|
| 5037 |
SAM
5037
Stringer Asset Management
Memphis,
Tennessee
| $85.9M | +$26M | +43% | 16.2% | 16.4% | 40 | 60% | 0.8 |
|
| 5038 |
5038
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $85.7M | – | – | 35% | 225% | 118 | – | 1.5 |
|
| 5039 |
DCM
5039
Dean Capital Management
Overland Park,
Kansas
| $85.7M | +$18.4M | +27% | 23.9% | 89.7% | 167 | 43.71% | 0.7 |
|
| 5040 |
RF
5040
RHS Financial
San Francisco,
California
| $85.5M | +$10.9M | +15% | 11.4% | 65.6% | 64 | 14.06% | 1.2 |
|
| 5041 |
EM
5041
Endicott Management
New York
| $85.5M | +$14M | +20% | 22.9% | 229% | 14 | 100% | 0 |
|
| 5042 |
LCM
5042
LDR Capital Management
New York
| $85.5M | +$27.8M | +48% | 16.8% | 28.4% | 16 | 31.25% | 1 |
|
| 5043 |
EFEM
5043
Eos Focused Equity Management
New York
| $85.5M | +$18.4M | +27% | 29.1% | 55.7% | 39 | 51.28% | 0.7 |
|
| 5044 |
MCM
5044
Mork Capital Management
Healdsburg,
California
| $85.1M | +$12.1M | +17% | 28.9% | 61.9% | 99 | 15.15% | 2.2 |
|
| 5045 |
AF
5045
Aldebaran Financial
| $85.1M | -$17.3M | -17% | 20.7% | 89.7% | 89 | 13.48% | 4.4 |
|
| 5046 |
CG
5046
Cynosure Group
Salt Lake City,
Utah
| $85M | -$54.8M | -39% | 14.4% | 56.8% | 68 | 79.41% | 1.1 |
|
| 5047 |
SC
5047
Spinnaker Capital
Boston,
Massachusetts
| $84.7M | +$21.5M | +34% | 34.1% | 12.4% | 2 | 0% | 2.5 |
|
| 5048 |
LWP
5048
Legacy Wealth Planning
Reno,
Nevada
| $84M | +$21.5M | +34% | 16.6% | 14.6% | 85 | 24.71% | 0.4 |
|
| 5049 |
BCP
5049
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $83.9M | -$28.2M | -25% | 18% | 87.2% | 108 | 57.41% | 1 |
|
| 5050 |
WGA
5050
Weather Gauge Advisory
Williamsburg,
Virginia
| $83.8M | +$1.06M | +1% | 15.6% | 39.9% | 81 | 6.17% | 1.4 |
|